Credit Limit Check

As a Sales Order Processor
I want to see the current credit limit status on a sales order at a glance
So that I can immediately identify whether the order is within credit limits, has been manually approved, or is blocked

Setup:

1. Ensure the Show Credit Limit Check feature is enabled in Detailed App Feature Setup.
2. Open any Sales Order.
3. In the Credit Limit group on the header (under the Invoice Details FastTab), review:
   • Credit Limit Status: Ok, Approved by user, Blocked, or blank.
   • Credit Limit Status Date: the date the status was last set.
   • Credit Limit Blocked Amount: the calculated amount blocked by the credit limit check (flow field summing all blocked lines).

As a Credit Controller
I want to quickly see which customers currently have at least one blocked sales order
So that I can prioritise credit reviews without having to search through individual orders

Setup:

1. Open Customers (Customer List).
2. Use the column chooser to add the Credit Limit Blocked Sales Order field to the list view (or open individual Customer Cards).
3. Filter the list where Credit Limit Blocked Sales Order = Yes to see only customers with blocked orders.
4. From a Customer Card, choose Commerce Manager → Order Buffer Conversions to review recent order import activity for that customer.

As a Sales Manager
I want to see a complete, timestamped history of every time a sales order was released or reopened
So that I can audit the order handling process and understand which users made status changes and when

Setup:

1. Open the Sales Order.
2. Navigate to the Sales Order Release History associated with this order (accessible from the order via related records or by searching for the page directly and filtering by document number).
3. Each row shows the document type, document number, date, and the status value at the time of the release or reopen action.

Note: Release history entries are created automatically on every OnAfterReleaseSalesDoc and OnAfterReopenSalesDoc event. No manual action is required.

As a Business Manager
I want to configure which calculation method the credit limit check uses
So that the blocked amount and status reflect our company's credit policy accurately

Setup:

1. Open Sales & Receivables Setup.
2. In the Credit Limit section, set Credit Limit Field Calculation to the appropriate method.
3. Set Order Status Approved Credit Limit Control to the status value that represents a manually approved override.
4. Set Planned Credit Limit Control Date Formula to control how far forward planned orders are included in the credit exposure calculation (e.g. <30D> for 30 days forward).
5. Save and close the setup page.

As a Credit Controller
I want to manually override a Blocked credit limit status on a sales order and record my approval
So that the order can proceed to fulfilment despite the customer being over their credit limit, and the approval is documented

Setup:

1. Open the Sales Order with a Credit Limit Status of Blocked.
2. Change the Credit Limit Status field to Approved by user.
3. The Credit Limit Status Date is updated to today's date automatically.
4. The release history logs the status change.
5. The Credit Limit Blocked Sales Order field on the Customer Card is recalculated — if this was the last blocked order, the field returns No.

As a Sales Order Processor
I want to see the credit limit status directly in the Sales Order List
So that I do not need to open individual orders to identify which ones are blocked

Setup:

1. Ensure the Show Credit Limit Check feature is enabled.
2. Open the Sales Order List.
3. The Credit Limit Status column is visible after the Status column. Orders with status Blocked are identifiable at a glance.
4. Filter by Credit Limit Status = Blocked to see only the orders requiring credit review.